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Advisors near 85755

Out of 400,000+ nationwide

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John S

Series 63, Series 65

Tucson, AZ

GuideSource Capital Management, LLC

Options & derivatives strategies Real estate investing Annuities
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Wendy H

Series 63, Series 65

Tucson, AZ

Hobbs Advisory Services

General retirement planning
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Theresa M

CFP®

Tucson, AZ

Beckett Collective

Private / alternative investments Tax-loss harvesting Wealth management Founder/Business Owner Executive
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Scott N

CFP®

Tucson, AZ

Forthright Finances LLC

Hi there! I’m Scott, and I help young professionals build wealth wisely while still enjoying their life and their lattes. No, you do not need to give up your $7 coffee drink to be able to retire! In my work with clients, I help answer the following questions (and more): • How much do I need to save to be financially independent (ie, retired)? • Do I have the right investments? • How do I prioritize all the financial things I have going on? • What should I select for my 401K investments? • What do I need to do to create a proper Estate Plan? • Am I taking full advantage of my employee benefits? • Is there anything I can do to lower my taxes, now or in the future? • Will my family be okay if something terrible happens to me? • Is my emergency fund adequate? • Is my spending aligned with my goals? You can read more about my services here: https://forthrightfinances.com/wealth-builder/ One last, quick note: Unlike 99% of financial advisory firms, I do not have account minimums, nor do I charge so much that you need to have a 6 figure income to afford my fee. My services are intentionally designed so that anyone, regardless of their assets or income, can get honest, straightforward, and comprehensive financial advice. Even if you're starting with $0.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Mid-Career Professionals Young Professionals Gen Y/Millennials (Born 1980-1995)
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Michael M

Series 63, Series 65

Marana, AZ

R.B. Financial Group

Income planning Active portfolio management Retirement income strategy
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Nathan F

Series 65

Tucson, AZ

Agave Wealth Advisors

Annuities Life insurance needs analysis
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Darla E

Series 65

Oro Valley, AZ

D Squared Capital Management, LLC

Options & derivatives strategies
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Luis R

Series 63, Series 65

Tucson, AZ

RIHO Partners, LLC

Active portfolio management Options & derivatives strategies Concentrated stock management
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Ziad M

Series 63, Series 65

Tucson, AZ

Meziab Capital Management, Inc.

Active portfolio management
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John G

Series 63, Series 65

Marana, AZ

Jaguar Investment Services, Ltd

Passive / index investing
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